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ProShares Ultra Energy

23 hedge funds and large institutions have $5.87M invested in ProShares Ultra Energy in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 4.3%3.68% (-0.61%)

8% less funds holding

Funds holding: 2523 (-2)

25% less capital invested

Capital invested by funds: $7.78M → $5.87M (-$1.92M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

38% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.63M

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
7
Closed
7
Calls
$1.02M
Puts
$1.63M
Net Calls
-$612K
Net Calls Change
+$916K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1
RPG Investment Advisory
California
$2.23M -$19.9K -467 -0.8%
VF
2
Virtu Financial
New York
$908K +$980K +22,984 New
Citadel Advisors
3
Citadel Advisors
Florida
$725K +$599K +14,034 +325%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$632K -$297K -6,961 -30%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$473K -$52.8K -1,238 -9%
TRCT
6
Tower Research Capital (TRC)
New York
$213K -$327K -7,672 -59%
VKH
7
Virtu KCG Holdings
New York
$208K +$225K +5,274 New
Morgan Stanley
8
Morgan Stanley
New York
$184K +$94.8K +2,223 +91%
IF
9
Ironwood Financial
Arizona
$73K
ST
10
Smithfield Trust
Pennsylvania
$44K
UBS Group
11
UBS Group
Switzerland
$28K +$29.8K +698 New
RPG
12
Risk Paradigm Group
Texas
$25.8K -$1.88K -44 -6%
CG
13
Cutler Group
California
$25K -$20.5K -480 -43%
US Bancorp
14
US Bancorp
Minnesota
$25K
Barclays
15
Barclays
United Kingdom
$19K +$20K +470 New
FANJ
16
Financial Architects (New Jersey)
New Jersey
$13K +$3.41K +80 +33%
AG
17
Advisor Group
Arizona
$11K
VWA
18
V Wealth Advisors
Kansas
$10K +$10.6K +248 New
Creative Planning
19
Creative Planning
Kansas
$5K -$8.7K -204 -64%
AC
20
Alexandria Capital
Virginia
$5K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$4K
WA
22
WFG Advisors
Texas
$3K
SPC
23
Sigma Planning Corp
Michigan
-$596K -12,761 Closed
LPL Financial
24
LPL Financial
California
-$576K -12,374 Closed
TH
25
Timber Hill
Connecticut
-$444K -9,492 Closed

DIG Hedge Fund Activity: Q2 2017 in Review

23 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q2 2017, worth a combined $5.87M — down 25% from $7.78M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DIG and 5 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $980K. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $596K sold.

  • 23 institutional investors held ProShares Ultra Energy (DIG) as of Q2 2017, down from 25 in Q1 2017.
  • Funds reported $5.87M of ProShares Ultra Energy stock for Q2 2017, down 25% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Energy positions in Q2 2017 and 7 closed out, a net change of -2 holders.
  • The largest ProShares Ultra Energy buyer in Q2 2017 was Virtu Financial, an estimated $980K added.
  • The largest ProShares Ultra Energy seller in Q2 2017 was Sigma Planning Corp, an estimated $596K sold.

Based on aggregated 13F filings for Q2 2017.